Rilus M. Dana
It may sound funny but I have been studying estate planning since I was 10 years old.
Let me explain. My dad, Matt Dana, is a successful estate planning attorney in Arizona. When he used to do seminars, he would take me with him, which was really fun since I got to stay in a hotel and jump on the beds, but I also absorbed lots of information. When I was 10 years old, I knew that a revocable trust avoided probate, although I had no clue what that actually meant. When I started college at Arizona State University, I began to work part time as a law clerk for my dad, and that’s when I started to understand the importance of legal planning for families and the work my dad was doing.
I loved helping families and knowing that the planning techniques we implemented saved them in taxes—sometimes even millions! I also enjoyed helping people carry out their wishes to make sure that their loved ones were provided for in the way that they wanted. I made the decision back then that I would follow in my dad’s footsteps and become a lawyer. So, in some ways I have been doing estate planning all my life.
As a father, I understand that you are busy, and you don’t want the false sense of security that comes from just getting a set of legal documents put in place. I know things change in your life and your documents can’t always keep up, and that you don’t want to call your lawyer and pay the high hourly fees to get them updated and changed. I know what you want most: to know that when you work with us, we put everything in place to work for your family. If something happens to you, I am going to be there for your family.
Ultimately, that is what is most important. Sure, the documents are important, but it is more important to know that your family has a trusted advisor if something happens. I built my firm with that in mind. To do this, I got rid of hourly fees. I put systems in place to make sure that the transfer of assets takes place and that the plan updates as your family and needs change.
"I know what you want most: to know that when you work with us, we put everything in place to work for your family. When something happens to you, I am going to be there for your family."
I have three sons: Parx is seven and is in 2nd grade; Riggs is five and just started kindergarten; and Knox is two, and—like most two-year-olds—does not like to sit still. Recently, they have started Skateboard lessons, which has led me to start skateboarding with them. It is exciting to see how quick they learn—even Knox can ride a board. I also enjoy motorcycles, surfing, snowboarding and just about anything that gets me outside in beautiful places like the mountains or the beach.
Thomas Jefferson School of Law San Diego, CA
– J.D 2009 CAP Scholar
Arizona State University Tempe, AZ
– B.S. Business Management Cum Laude 2006